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Salzhauer Michael Portfolio holdings

AUM $292M
1-Year Est. Return 30%
This Fund
S&P 500
This Quarter Est. Return
+16.51%
1 Year Est. Return
+30%
3 Year Est. Return
+106.71%
5 Year Est. Return
+50.52%
10 Year Est. Return
+271.97%
AUM
$292M
AUM Growth
+$80.3M
Cap. Flow
-$112M
Cap. Flow %
-38.42%
Top 10 Hldgs %
64.93%
Holding
94
New
19
Increased
12
Reduced
21
Closed
5

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$14.3M
2
COF icon
Capital One
COF
+$6.88M
3
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$934K
4
TCBX icon
Third Coast Bancshares
TCBX
+$824K
5
AMTB icon
Amerant Bancorp
AMTB
+$698K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$74.1M
2
BAC icon
Bank of America
BAC
+$32.7M
3
CFG icon
Citizens Financial Group
CFG
+$6.45M
4
WFC icon
Wells Fargo
WFC
+$4.71M
5
KEY icon
KeyCorp
KEY
+$3.93M

Sector Composition

Rank Sector Weight
1 Financials 91.67%
2 Miscellaneous 7.11%
3 Communication Services 0.46%
4 Technology 0.42%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DCOM icon
26
Dime Commercial Bancshares
DCOM
$1.82B
$2.2M 0.75%
54,202
-8,000
-13% -$297K
HBAN icon
27
Huntington Bancshares
HBAN
$34.4B
$2.11M 0.72%
119,107
– –
VABK icon
28
Virginia National Bankshares
VABK
$255M
$2.03M 0.69%
45,672
– –
RF icon
29
Regions Financial
RF
$25.9B
$2.01M 0.69%
66,450
– –
HWC icon
30
Hancock Whitney
HWC
$6.08B
$1.81M 0.62%
24,232
– –
MCB icon
31
Metropolitan Bank Holding Corp
MCB
$1.16B
$1.78M 0.61%
17,974
+81
+0.5% +$7.35K
TOWN icon
32
Towne Bank
TOWN
$3.48B
$1.71M 0.58%
47,121
– –
SHBI icon
33
Shore Bancshares
SHBI
$789M
$1.66M 0.57%
72,357
– –
UNTY icon
34
Unity Bancorp
UNTY
$602M
$1.51M 0.52%
25,674
+6,250
+32% +$341K
CFG icon
35
Citizens Financial Group
CFG
$29.8B
$1.5M 0.51%
21,391
-100,000
-82% -$6.45M
WSFS icon
36
WSFS Financial
WSFS
$4.06B
$1.48M 0.51%
19,329
– –
BHRB icon
37
Burke & Herbert Financial Services Corp
BHRB
$1.46B
$1.45M 0.5%
20,219
+14,436
+250% +$934K
USCB icon
38
USCB Financial Holdings
USCB
$434M
$1.28M 0.44%
62,629
+10,000
+19% +$190K
CFBK icon
39
CF Bankshares
CFBK
$232M
$1.28M 0.44%
39,003
– –
AMTB icon
40
Amerant Bancorp
AMTB
$1.16B
$1.28M 0.44%
50,000
+30,000
+150% +$698K
HAFC icon
41
Hanmi Financial
HAFC
$951M
$1.24M 0.42%
38,201
-15,970
-29% -$477K
QCRH icon
42
QCR Holdings
QCRH
$1.68B
$1.18M 0.4%
12,083
-167
-1% -$15.3K
SPFI icon
43
South Plains Financial
SPFI
$860M
$1.14M 0.39%
26,431
+3,885
+17% +$162K
JPM icon
44
JPMorgan Chase
JPM
$953B
$1.05M 0.36%
3,215
– –
AAPL icon
45
Apple
AAPL
$4.67T
$989K 0.34%
3,418
– –
SSBI icon
46
Summit State Bank
SSBI
$85.7M
$984K 0.34%
72,575
– –
COSO
47
CoastalSouth Bancshares
COSO
$333M
$887K 0.3%
33,046
– –
BPOP icon
48
Popular Inc
BPOP
$10.9B
$856K 0.29%
5,215
– –
MS icon
49
Morgan Stanley
MS
$342B
$853K 0.29%
4,081
-50
-1% -$9.9K
CFG icon
50
CALL
Citizens Financial Group
CFG
$29.8B
$780K 0.27%
+100,000
New +$6.45M
1
2
3 4

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HCM
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SPA
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AP
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FCM
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SC
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AIM
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Salzhauer Michael's Q2 2026 Portfolio in Review

As of Q2 2026, Salzhauer Michael held 94 positions worth $292M, up 38% from $212M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Salzhauer Michael withdrew a net $112M in Q2 2026, closing 5 positions and reducing 21 holdings. Its most notable exit was LINKBANCORP, an estimated $681K position sold in full.

By sector, the portfolio is most concentrated in Financials at 92% of assets, down from 98% a quarter earlier, followed by Miscellaneous and Communication Services.

Against the trend, Salzhauer Michael opened a new position in Pinnacle Financial Partners Inc worth $15M.

  • Salzhauer Michael's largest Q2 2026 buy was Pinnacle Financial Partners Inc: 148,566 shares worth $15M.
  • Salzhauer Michael added most to Capital One in Q2 2026, an estimated $6.88M increase.
  • Salzhauer Michael's biggest Q2 2026 reduction was Citigroup, cutting an estimated $74.1M.
  • Salzhauer Michael fully exited LINKBANCORP in Q2 2026, selling an estimated $681K.
  • Salzhauer Michael's ten largest holdings make up 65% of its $292M portfolio in Q2 2026.
  • Salzhauer Michael opened 19 new positions and closed 5 in Q2 2026.
  • Salzhauer Michael's portfolio value rose 38% quarter-over-quarter to $292M.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.